HuckleBerry

🔵 Broadcom ($AVGO) Broadcom is seeing significant growth in AI semiconductor demand, with a 143% year-over-year revenue increase. The stock dropped hard after its last earnings on soft guidance, but it's now about 20% off its all-time high, and with major chip demand coming over the next few years, that pullback looks like a buying opportunity rather than a trend change. Analysts have lifted their fair value estimate to $535, citing stronger AI-related revenue assumptions. Watch for continued stabilization after the post-earnings selloff. AVGO looks like the most interesting "buy the dip" setup this week given how oversold it's gotten relative to its AI revenue growth. MU is the binary event everyone's watching. $GOOGL and $SPCX are the two names with real downside risk worth monitoring rather than chasing.

$DELL can you send one full loaded of GPUs to my house? DM for details. Thanks in advance.

$MS

$USO $CVX $XOM In case anyone needs an update on how oil stocks will be affected by this. Oil will become the bear market it needs to be. 😆

$GS

Joining the NASDAQ 100 now: Rocket Lab $RKLB CoreWeave $CRWV Nebius $NBIS Teradyne $TER Astera Labs $ALAB

Very interesting. $NOK is providing miniature data centers for AI using their existing cell tower tech. Watched a video on this. This company will be interesting to watch over the next year.

$CVX $MSFT

$BABA — Alibaba Trading around $107, well off its 52-week high of $192.67. Goldman Sachs just named it one of its top China internet picks for H2 2026, and Michael Burry has been adding to his stake, citing Alibaba's AI strategy and buyback program as undervalued. The company is pushing hard into physical AI with new robotics models. Bullish analyst consensus, but Chinese retail sales just posted their first YoY decline in three years, which is a real headwind for the e-commerce side of the business. $FSLY — Fastly Trading near $18, well off its 52-week high of $34.82 but far above its 52-week low of $6.29. A new Skyfire partnership tying AI agent identity and payments into Fastly's edge cloud has investors debating valuation again. Worth noting: multiple top executives have recently sold meaningful chunks of stock — insider selling into strength is a detail worth weighing against the bullish AI-edge narrative. $PENG — Penguin Solutions Stifel just raised its price target to $66 from $24, and Rosenblatt raised theirs to $65 from $54. The stock jumped over 20% on June 2 alongside the target hikes. A CFO transition is in progress, which adds some near-term uncertainty even as Wall Street gets more bullish on the AI infrastructure story. $PLTR — Palantir Currently around $128, down from its all-time high of $207.18 hit last November. Just received an analyst upgrade this past week even as Rocket Companies was downgraded the same day — Palantir remains one of the most closely watched defense-AI names on the Street. $RGTI — Rigetti Computing The quantum computing trade has been on fire. Currently around $21, well below its 52-week high of $58.15 but far above its 52-week low of $10.30. Rigetti has secured potential funding of up to $100 million under the CHIPS Act, a meaningful government endorsement. Quantum stocks broadly (IONQ, RGTI, QBTS, QUBT) have been surging this week. Watch for high volatility — this group moves fast on sector-wide sentiment, not just company news. $RKT — Rocket Companies A genuinely two-sided story right now. The stock jumped 8.3% on June 18, but BTIG downgraded it from Buy to Neutral on June 16, citing a tougher 2026 rate backdrop and weakening pending home sales. The broader analyst consensus is still bullish with a $20 median price target versus the current ~$13-14 price, but near-term housing data is soft. This is a name where the macro (mortgage rates, housing data) matters more than company-specific news. $ZETA — Zeta Global Currently around $18.90, up about 2% recently. B. Riley raised its price target to $30 from $28, and Q1 saw 50% revenue growth with a 42% rise in adjusted EBITDA. Zeta just expanded its Athena AI platform to agencies. One thing to watch: insider selling has been a recurring theme in recent weeks even as the stock has performed well. $WMT — Walmart Trading around $117, with 29 of 38 analysts calling it a Strong Buy. Shares dipped recently after Chinese food safety regulators flagged issues at Sam's Club in China, and the Walton family just executed a large insider share sale on June 18. Fundamentally strong, but those two headlines are worth knowing if you're tracking near-term sentiment. $COST — Costco just posted its highest quarterly revenue growth in years — up 11.6% YoY with comps up 9.8% — yet the stock fell after earnings anyway, which is the kind of "good news, bad reaction" setup worth flagging. Analysts are currently split on the stock following the report. ⚠️ Not financial advice — this is independent market context, not a repost of any specific trader's options calls. DYOR.

$CVX $USO

Sector-wide rally: Memory and storage stocks — MU, STX, WDC, SNDK — are all rising in premarket trading today. Supply crunch story: Micron’s 2026 high-bandwidth memory supply is completely sold out, and management says it can only fulfill 50% to two-thirds of memory orders for key customers — a sign demand is dramatically outpacing supply. Retail piling in: Retail investors have been piling into Micron stock ahead of Wednesday’s earnings report. The Motley Fool $MU is moving today even outside the earnings hype: 🧠 Memory sector-wide rally — blockstack:native $WDC $SNDK all up in premarket too 📈 Bernstein just hiked its PT 155% ahead of Q3 earnings 🍎 Apple raising iPhone prices to offset surging memory costs = bullish read-through for MU ⚡ 2026 HBM supply is already sold out — MU can only fill 50-66% of orders Earnings Wed 6/24 is the real test, but the setup into it is stacked. Not financial advice, DYOR.

$INTC the gift that keeps on giving.

$TEM $RGTI $IONQ

Esp if $TEM breaks the weekly downtrend and fills a candle body over (circled below) $RGTI $IONQ Quantum needs to keep options calls rev'd up and not decay with the futures tonight being shiesty atm

That’s amazing. I think there are some states that should take notes so they can maybe incorporate some processes to help their counting capabilities.

@unusual_whales fairytales are amazing. No chance that would ever happen.

38% of Americans believe the U.S. will not remain a single country 250 years from now, while 62% believe it will, per Reuters

$MU catch the wave now.

$MU has full advantage of the Memory management $MU to $2,000

$NOK might be another one to keep an eye on.